The Latest from Paul Mylchreest

Be sure to look this over when you have a few minutes.

Mon, Nov 16, 2020 - 11:30am

If you've been around here for a while, then you'll recall Paul Mylchreest as an old friend of TFMR. Paul is an excellent analyst and on a regular basis he puts out new research pieces on the global economy and the precious metals. Earlier today, he sent me a copy of his latest presentation and, with his permission, it's posted below.

This is a little but different as it is not a full research piece like IGWT. Instead, this is a collection of powerpoint slides that Paul used in a presentation for institutional investors last week. So you'll just need to scroll through and fill in the blanks yourself. Paul states that the final slides 19-23 are his favorites, at present. Your host is keen to slides 15-18, as well.

Many thanks to Paul for his continuing diligence and for sending this over for us to peruse.

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  8 Comments

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KarenWalker Kirsten Walker
Feb 2, 2021 - 5:00am

slides

You can immediately see the quality of the research done. On which a lot of time and effort is spent, this requires a good education. The quality of such work can be done by dissertation writers. After reading many articles, you can understand that the author is a genius. Constantly doing colossal work, respect for the author.

Michael1517
Nov 17, 2020 - 9:43am

Today's post

As an historian, this makes perfect sense. Thanks for sharing

jeremy1174
Nov 16, 2020 - 6:03pm

Thanks

Thanks for this Craig.

mavens
Nov 16, 2020 - 4:48pm

Boomer Sooner

I just saw all of your delicious bass in the weekend thread... That looks like a riot!!

mack
Nov 16, 2020 - 1:38pm

thanks

slides are great visuals of the commotions in play

goldcom
Nov 16, 2020 - 12:06pm

This time around

This time cycle we are in is all about CB interventions and unlimited credit. I thought no way could it ever go beyond 2015, but the present is more like a zombie economy and markets.

In the past I wondered where the gold and silver are coming from to satisfy physical demand. As Turd has eluded to before these metals ETF holdings of gold and silver are what I think the Banksters are taping into in a major way right now. ETF holdings I believe are key to keeping gold and silver pricing in check. JMHO

happycamper515
Nov 16, 2020 - 11:58am

Gold

Gold

GoldHermit
Nov 16, 2020 - 11:58am

Thanks...

Thanks for sharing! I'll check it out.

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